|
51
|
Grimes & Company
Westborough,
Massachusetts
|
$495K
|
–
|
–
|
–
|
|
|
52
|
IHT Wealth Management
Chicago,
Illinois
|
$444K
|
+$447K
|
+17,975
|
New
|
|
|
53
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$442K
|
–
|
–
|
–
|
|
|
54
|
AE Wealth Management
Topeka,
Kansas
|
$411K
|
+$497
|
+20
|
+0.1%
|
|
|
55
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$346K
|
+$2.29K
|
+92
|
+0.7%
|
|
|
56
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$337K
|
–
|
–
|
–
|
|
|
57
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$337K
|
+$339K
|
+13,624
|
New
|
|
|
58
|
WealthPLAN Partners
Omaha,
Nebraska
|
$333K
|
-$54.6K
|
-2,198
|
-14%
|
|
|
59
|
J.W. Cole Advisors
Tampa,
Florida
|
$307K
|
+$69.5K
|
+2,798
|
+29%
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$305K
|
+$307K
|
+12,350
|
New
|
|
|
61
|
Citadel Advisors
Miami,
Florida
|
$273K
|
+$274K
|
+11,039
|
New
|
|
|
62
|
Cetera Advisor Networks
El Segundo,
California
|
$272K
|
+$274K
|
+11,023
|
New
|
|
|
63
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$265K
|
+$2.16K
|
+87
|
+0.8%
|
|
|
64
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$257K
|
+$258K
|
+10,400
|
New
|
|
|
65
|
Tortoise Investment Management
White Plains,
New York
|
$246K
|
–
|
–
|
–
|
|
|
66
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$239K
|
+$240K
|
+9,663
|
New
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$233K
|
-$107K
|
-4,289
|
-31%
|
|
|
68
|
Private Trust Company
Cleveland,
Ohio
|
$227K
|
–
|
–
|
–
|
|
|
69
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$222K
|
-$24.9K
|
-1,000
|
-10%
|
|
|
70
|
Harbour Investments
Madison,
Wisconsin
|
$216K
|
+$217K
|
+8,723
|
New
|
|
|
71
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$205K
|
+$3.98K
|
+160
|
+2%
|
|
|
72
|
William Blair & Company
Chicago,
Illinois
|
$196K
|
–
|
–
|
–
|
|
|
73
|
Matrix Private Capital Group
New York
|
$143K
|
+$144K
|
+5,800
|
New
|
|
|
74
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70K
|
–
|
–
|
–
|
|
|
75
|
UBS Group
Zurich,
Switzerland
|
$68.5K
|
-$12.1K
|
-486
|
-15%
|
|
